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Showing 111 - 120 of 263 results for "Separately managed accounts"

Praemium inks deal with WA-based wealth manager

HARRISON WORLEY  |  WEDNESDAY, 4 JUL 2018
... June. The solution goes live this month, and will see about 115 financial advisers use Praemium's separately managed accounts technology.

Agricultural asset manager promotes new fund

KANIKA SOOD  |  MONDAY, 18 JUN 2018
... Farms invests in Australian agriculture for HNWIs, family offices and institutional investors through separately managed accounts and unlisted funds. The nearly 20-year old manager has produced a return of 10.4pa since 2008 - on a pre-tax basis.

Praemium signs wealth management heavyweight

KANIKA SOOD  |  TUESDAY, 5 JUN 2018
... Morgan Stanley Wealth Management Australia and its about 115 financial advisers will use Praemium's separately managed accounts (SMA) technology. The managed accounts solution will go live in July, providing Morgan Stanley's advisers and clients ...

Advisers still resistant to social media

JAMIE WILLIAMSON  |  THURSDAY, 31 MAY 2018
... and text messaging (27.87%). Away from communications, the research shows 37.7% of advisers believe separately managed accounts will be the technology to have the greatest impact on their business over the next five years. Meanwhile, 32.13% believe it ...

SMAs leading growth at Praemium

KANIKA SOOD  |  WEDNESDAY, 30 MAY 2018
Praemium's separately managed accounts business is leading the pack among its offerings, raking in 47% higher revenues in the first half of FY18 as compared to H1 FY17. Collectively the company's product offerings brought in revenue of $21.5 ...

Thematic SMAs on the rise

JAMIE WILLIAMSON  |  WEDNESDAY, 16 MAY 2018
... international investment house partnered with a $110 billion platform to provide access to several separately managed accounts. Praemium has added three themed global share portfolios from Macrovue; the Macroevue Car of the Future Concentrated Equity ...

SMSF expert joins boutique investment house

JAMIE WILLIAMSON  |  TUESDAY, 17 APR 2018
... Global Listed Infrastructure. In October 2017, PPM expanded its managed accounts offering to include separately managed accounts, introducing the PPM Global Growth SMA in response to growing demand from clients for access to an active global equities ...

CFSGAM model portfolios added to FirstWrap

JAMIE WILLIAMSON  |  MONDAY, 9 APR 2018
Three separately managed accounts from Colonial First State Global Asset Management are now available exclusively on the FirstWrap platform. Users of FirstWrap can now access the CFSGAM Top 20 Index Portfolio, designed to achieve performance similar ...

Praemium enhances digital offering

JAMIE WILLIAMSON  |  TUESDAY, 6 FEB 2018
... enhancements follow on from Praemium's recent addition of international model portfolios to its suite of separately managed accounts. Users of Praemium can now access models from the likes of Arnhem Investment Management, Joseph Palmer & Sons and Watershed ...

MGP flags global search for COO and head of product

ALEX BURKE  |  FRIDAY, 2 FEB 2018
... Giffin as head of risk and compliance. Carr joined from Powerwrap, where he was head of sales across separately managed accounts, wrap and execution services. In this role he was credited with growing the platform's funds under administration to more ...